FAMILY OFFICE ACCOUNTANT – TOP BENEFITS!

Trimble & Associates, Inc.
Published
May 22, 2021
Location
Denver, CO
Category
Job Type

Description

FAMILY OFFICE ACCOUNTANT

FAMILY OFFICE ACCOUNTANT – TOP BENEFITS!

We are seeking a full-time accountant for a private family office in downtown Denver. The portfolio is diverse and challenging. The person will be responsible for areas related to personal finances, investment planning, estate preservation, multi-generational planning, philanthropy, ranch and airplane operations and non-operated oil and gas interests.

This would be a great opportunity for an accountant that is working for a CPA firm in their family office area.

The Family Office Accountant will work closely with the Controller, VP of Finance and Office Manager.

RESPONSIBILITIES OF THE FAMILY OFFICE ACCOUNTANT / STAFF ACCOUNTANT

  • Accounting, for multiple entities, trusts and individuals, including recording receipts/disbursements and maintaining general ledgers
  • Assisting in budget development
  • Treasury function
  • Assisting in the preparation of work papers and account analyses in connection with tax return preparation
  • Investment account tracking
  • Preparation of financial analyses and reports

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